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A rough economy, regulation and evolving technology will keep forcing small banks to merge, said Richard Hunt, head of the Consumer Bankers Association. Hunt's position puts him at odds with bank advocates, including Camden Fine at the Independent Community Bankers of America, who believe small banks should ignore the drumbeat calling for more consolidation.
February 16 -
While the final revenue figure will not be available until late April, data through the third quarter suggests that bank wealth management businesses may match 2014's record revenue.
February 12 -
The bank's new ultrahigh-net-worth "boutique" plans to fend off rivals by leveraging the global resources of its French parent, BNP Paribas.
February 11 -
Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list the advisers based solely on annual production.
February 10 -
Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list the advisors based solely on annual production.
February 10 -
When it comes to banks and credit unions, some old wounds never heal.
January 28 -
The lawsuit stems from the conflicting demands placed on advisors who are expected to cross-sell banking products.
January 27 -
The bank is mostly known for high-end clients but this new effort is focused more on the middle class.
January 26 -
The Tupelo, Miss.-based regional bank generated $5.4 million in fourth-quarter revenue from its wealth management operations, down 9.3% year-over-over.
January 26 -
Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list them based solely on fee business.
January 25 -
Our annual Top 50 was based on a combination of performance metrics. We've reshuffled the deck to list them based solely on fee business.
January 25 -
Fourth-quarter revenue from trust and investment services fell 6% to $79 million from $84 million a year ago. Revenue from the retail brokerage business also slipped, falling 3% to $71 million.
January 22 -
The newly appointed executive will coordinate a cross-platform family office strategy to ensure that family offices can access Wells Fargo's products and services easily.
January 22 -
The decline was due to the fiduciary trust businesses moving to a more open architecture platform and a drop in AUM in proprietary mutual funds.
January 21 -
Why BBVA Compass inked a deal with BlackRock's recently acquired robo platform, FutureAdvisor.
January 20 -
Judging from the questions executives fielded about everything from the slowdown in China to the bank's energy exposure to the potential for another 2008-style crisis, worries are running high.
January 19 -
The Birmingham, Ala.-based bank posted $100 million in fourth-quarter revenue from its brokerage, trust and insurance services operations, up almost 10% year-over-year.
January 15 -
Fourth-quarter earnings from wealth management and securities services swelled 11% to $71 million from $64 million a year ago.
January 15 -
The virtual credit union was attracted to Cetera's "rep on demand" and other virtual advising services.
January 14 -
Global wealth management generated $5.8 billion in revenue in 2015, up 2% year-over-year.
January 14





